????:1?????:?????????

2??????????2023

3??????????

4??????????

5???????3??????

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CAR-T?,????????:????,?“??”???“??,?????????????”??????????????????,????????????,???

?“??????????????????????????????”,????????????

?????? 11 ???????????,??????????,99.9??CAR-T????????????????,?????????CAR-T?????????1????????????????,???????????CAR-T??????????????????,???????,??????????120???CAR-T???????????60???????

8??,???????????,?????CAR-T?????????????6??????????????????CAR-T???“???????”???????,????,??“????????”????,????????????????????????“?????????????????????”?????????“??????????”???????,???????

?????,?????????:????“????”????????“????????????????”???,?????????CAR-T??????“????????”??????,???

???????????,??“????????”???????????????,??????,CAR-T????????????,?????????????????

????

????70%??????????60%???????????????,??“????????????????????”???????????????41.3%?

?????????,?????,????????????“???????”???????????????????????????,????????????????,???????????“?????????????”,?,??????????????

?????CAR-T???????????,“???????????????”????????????

??®(???????)??????????,???????????2021??????????,??,???,?????

?????“????????????????????????”??????????,????????8??????,?????????,???????/??,?????????????????????????????????????,??????4?????????????????????????????????????CAR-T??????

????,?????,????????29?,???30??????????????????????????????????????,?????99.9????????????????????/????~120??????????????/??????????CAR-T??????????????,????

??????????4???????????????????,???????,??????,????????????,??????????????????????????????,????????????CAR-T??,?????CAR-T???

????????,CAR-T?,???“???”,????????“???????????????????????????”??,??????????CAR-T???????????????????,?????????????

??????,??????????????????????????,?????

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??????????????,CAR-T????????????????,??:

?????????,CAR-T????????100???????????????????????????,????????????“??????????????????????????”????2023???????1.9??(19.4%)??????1.7?????(25.3%),???????????,??“????????”????????,????????“?????????????30??”??,?????“?????????”?

??????????,??????????,?????????????,??????????????????????,??????????????????????????CAR-T??????????????????????,?????,???????????????,??????????????,?????????????????????????“??”???????????????

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?????????,????????????CAR-T?????,????????????????????“????????????????????,???????????”??????????,????“??”??????????????????

??,?????????????????????????????????????????????????,????CAR-T???????????????,???

????????1??,????????“?????????????????????????”,??????????????????????????,?????????????????60??????????

???2024?????,?????????????????,????,?????????????????????,???????????????????,???

????:“????????????????????,?????????????,??”

??????????,???????,???????????,???????“?????????????”,??,???,???????????,????????,????????????????????????,???????,???

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???????,???

??“????????????”????????,?????????????????????????,????

?,????,???,??????????,???????

“??????????,???????????????300?????????????????????????????????????,???CAR-T???,CAR-T??????????????????????,???????????,???????,????????????????????‘???’???????????,??????????????,??????,????,???,????????,?;????????????,?????????????,??????,??‘???????’?”????????

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?????????“??????????????????”,??,??????????????????????????

?????100???????????????CAR-T?????????,???,????????????????????,??????????????????,?????CAR-T?????26??,????????????,????4??????????????,?????

???????????“??????????”,??,??,???????????

“?????????????????????100?????????????????,?????CAR-T??,?????????,????,???????????????,??????????????????”??????,???????????????,??;????????;?????????,?????,?????????

CAR-T??????????

??CAR-T??????????,???????????:CAR-T????????????CAR-T??????????????

?????????????CAR-T?????,?????,?,???????CAR-T??????????????,??????????????????????????,???????

??,???????????“?????????”???,??,???????,??“??????????”?????????????????????????,???,????????????????????CAR-T????????????????,??????????????,?????????????????

??,CAR-T???????????,??????????????DRG/DIP?,??“??????”????,????????“????????????????????,?????????,??”??

???????,“??”????????????,???“???”????????????????????????,????CAR-T?????????

“??CAR-T?????????????????????50%~70%???????????????????”??CAR-T???

?,???CAR-T???????????????,?????????????????????,???????,????CAR-T???????????????????????????4.3??????????,?????CAR-T????????????????????????????

????????????,??,CAR-T????,??????????????,????????CAR-T?????????

???CAR-T?,??????PD-1?????????????????????,CAR-T????,?????????,???????????,?????????????????????,?????????????????????,?,??????????

???????2024???????3??1??CAR-T??(????????)????????????,?????? CAR-T???????11 ??????,??????6????????

????“2025-2030??(CGT)??????”???????,??????????????????,????????CAR-T???????????????????????,2023?20%,?????184???,??168???????????????

??,????????,??CAR-T????“???”???????????

???????????,2032????CAR-T??????????????????885.2????????????????????,???????????“??,??????”(??????? ?:??) ????:????????????????????